FFW
Fusion Family Wealth’s SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-11,671
| Closed | -$409K | – | 47 |
|
|
2023
Q3 | $409K | Buy |
11,671
+414
| +4% | +$14.5K | 0.05% | 28 |
|
|
2023
Q2 | $417K | Buy |
11,257
+245
| +2% | +$9.09K | 0.05% | 29 |
|
|
2023
Q1 | $418K | Buy |
11,012
+84
| +0.8% | +$3.19K | 0.05% | 27 |
|
|
2022
Q4 | $433K | Buy |
+10,928
| New | +$433K | 0.06% | 27 |
|
|
2022
Q3 | – | Sell |
-10,825
| Closed | -$432K | – | 42 |
|
|
2022
Q2 | $432K | Buy |
+10,825
| New | +$432K | 0.06% | 25 |
|